Desireé Marvel Sii

Chief Executive Officer at SagePoint Financial, Inc.

Finance

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Desireé Marvel Sii is currently the President & Chief Executive Officer at SagePoint Financial, Inc. She previously held the same position at SagePoint Financial, Inc. (Investment Management) from 2021 to 2023.

Desireé Marvel Sii active positions

Companies	Position	Start
SagePoint Financial, Inc. SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.	Chief Executive Officer	31/12/2020

All active positions of Desireé Marvel Sii

Former positions of Desireé Marvel Sii

Companies	Position	End
SagePoint Financial, Inc. (Investment Management) SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.	Chief Executive Officer	31/08/2023

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Private companies	2
SagePoint Financial, Inc. SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.	Finance
SagePoint Financial, Inc. (Investment Management) SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.	Finance